Automated Claims Management
Acquire automated quotes through system integrations for handling multiple claims, then use approval flows to submit them for approval, disapproval, or any additional reviews
Real-Time Dashboards
Get real-time data on dashboards to track the number of claims, the annual contract value for a client’s portfolio, or to search clients and policy types in the knowledge base
Document Management
Leverage customized document generators to eliminate the tedious task of preparing contractual documentation, while reducing errors and maintaining regulatory compliance
Customer Portals for Crucial Updates
Recurring Billing
Personalized Marketing
Plan personalized up-sell and cross-sell marketing based on medical conditions, current care plan, and previous interactions to personalize marketing and customer service
Integrate Agency Management Systems
Integrate existing policy and claims management to Salesforce to automate critical updates for customers and reduce agent communication
Assess policy needs for cross-selling
Pitch the right products when you get to know your customers on a deeper level by accessing their claims and policies in one place and identify AI-recommended actions for them with Einstein Analytics
Retain Customer, Improve Collections
Increase collections, manage recurring medical billing to enhance customer service, speed up claim delivery, promote customer retention
Communications Helpdesk